Y-Intercept (HK)’s Dutch Bros BROS Stock Holding History

Y-Intercept (HK)’s Portfolio BROS Stock Details BROS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.87M	Buy	+67,826	New	+$3.89M	0.1%	285
2025 Q4	–	Sell	-108,170	Closed	-$5.66M	–	1563
2025 Q3	$5.66M	Buy	108,170 +95,713	+768%	+$6.05M	0.14%	172
2025 Q2	$852K	Buy	12,457 +8,462	+212%	+$552K	0.02%	1008
2025 Q1	$247K	Buy	+3,995	New	+$263K	0.02%	967
2024 Q2	–	Sell	-45,129	Closed	-$1.49M	–	1420
2024 Q1	$1.49M	Buy	45,129 +16,994	+60%	+$501K	0.11%	239
2023 Q4	$891K	Buy	+28,135	New	+$766K	0.08%	355

Other funds holding BROS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

SFCM

Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Y-Intercept (HK)'s BROS Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Dutch Bros (BROS) in Q2 2026: 67,826 shares worth $4.87M. The stake represents 0.1% of the portfolio and ranks #285 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in BROS as recently as Q3 2025.

Y-Intercept (HK) first reported a position in BROS in Q4 2023 and has held it in 6 quarters since. The position peaked at $5.66M in Q3 2025. 118 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

Y-Intercept (HK) held 67,826 shares of Dutch Bros worth $4.87M as of Q2 2026.
Dutch Bros was a new Y-Intercept (HK) position in Q2 2026.
Dutch Bros made up 0.1% of Y-Intercept (HK)'s portfolio in Q2 2026, its #285 holding.
Y-Intercept (HK) first reported a position in Dutch Bros in Q4 2023 and has held it in 6 quarters since.
Y-Intercept (HK)'s Dutch Bros position peaked at $5.66M in Q3 2025.
118 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.